FE fundinfo acquires cashflow planning provider CashCalc

Better advice outcomes

Jenna Brown
clock • 3 min read
Ray Adams: "Cashflow planning is a key component of an adviser's process and, perhaps even more so during the course of the pandemic, it became an essential service for many advice businesses, as they sought to help their clients throughout the market volatility by providing digital services and sound financial planning advice."
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Ray Adams: "Cashflow planning is a key component of an adviser's process and, perhaps even more so during the course of the pandemic, it became an essential service for many advice businesses, as they sought to help their clients throughout the market volatility by providing digital services and sound financial planning advice."

Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc for an undisclosed sum.

FE said cashlow planning was a "natural extension" of the fund selection process, where it already provides products such as FE Analytics. CashCalc, it added, would continue to be on offer as a sta...

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